As a professional service organization, finding and retaining clients is at the top of the stack in terms of priorities. Some firms create expensive, elaborate loyalty programs so their clients feel appreciated; others provide generous discounts to win engagements. These methods often work at first, but expensive programs and discounts tend to negatively impact profit margins in the long run.

Our infographic, 7 Strategic Advantages Service Organizations Realize with CRM for Professionals™, built on Microsoft Dynamics, drives home the point that data plays a vital role in client satisfaction and longevity. Client needs are  all different: what’s important to a supply chain consulting firm’s client  may be different to the client’s of a CPA firm. But being able to research, capture and quickly share information about the client and client’s needs with your organization’s marketing, sales and professional services team helps a firm speak with one voice and truly focus on the needs of the client.

Things change. Stay ahead of the game.

CRM for Professionals, built on Microsoft Dynamics CRM, is designed with unique, easy to use tools to help professional services firms capture and share prospect and client information within your organization and with business partners. With a CRM designed for professional services firms, you get quicker implementations, better user adoption, and faster time to value.

Download 7 Strategic Advantages Service Organizations Realize with CRM for Professionals™, built on Microsoft Dynamics, and contact us at Templeton Solutions at 561-847-7717 to learn more.